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Morgan Stanley 13F Holdings
Holdings from the most recent 13F from Morgan Stanley
Filed: 2024-02-13 (Q4 2023) | Holdings: 44939 | Value: $1.1T | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| AAPL - APPLE INC | Add 10% ($3.3B) | 3.28% | $37.2B | +38.19% | +1.28% | +32.61% | |
| MSFT - MICROSOFT CORP | 3.24% | $36.8B | -7.90% | +2.08% | +0.65% | ||
| SPY - SPDR S&P 500 ETF TR | Add 40% ($4.1B) | 1.27% | $14.4B | +34.51% | +5.66% | +24.30% | |
| AMZN - AMAZON COM INC | Add 3% ($440.7M) | 1.20% | $13.7B | +23.08% | +10.55% | +35.15% | |
| GOOGL - ALPHABET INC | Add 1% ($141.0M) | 0.85% | $9.7B | +98.48% | +16.61% | +27.26% | |
| NVDA - NVIDIA CORPORATION | Add 10% ($834.0M) | 0.82% | $9.3B | +138.39% | +24.81% | +89.73% | |
| IVV - ISHARES TR | Add 5% ($356.7M) | 0.69% | $7.9B | +34.69% | +5.69% | +24.40% | |
| VOO - VANGUARD INDEX FDS | Add 7% ($495.7M) | 0.68% | $7.7B | +34.65% | +5.70% | +24.42% | |
| QQQ - INVESCO QQQ TR | Add 92% ($3.5B) | 0.65% | $7.3B | +35.48% | +3.54% | +25.53% | |
| IWF - ISHARES TR | Add 2% ($121.8M) | 0.64% | $7.3B | +32.25% | +4.12% | +28.51% | |
| JPM - JPMORGAN CHASE & CO | Add 1% ($56.7M) | 0.55% | $6.3B | +75.39% | +15.77% | +61.60% | |
| BND - VANGUARD BD INDEX FDS | Add 2% ($134.7M) | 0.55% | $6.2B | +10.90% | +0.63% | +4.74% | |
| META - META PLATFORMS INC | Add 96% ($2.9B) | 0.52% | $5.9B | +23.23% | +0.94% | +58.03% | |
| IEFA - ISHARES TR | 0.52% | $5.9B | +39.57% | +8.09% | +12.92% | ||
| V - VISA INC | Add 2% ($100.5M) | 0.44% | $5.0B | +10.96% | +0.46% | +28.93% | |
| IWD - ISHARES TR | Add 1% ($31.7M) | 0.39% | $4.4B | +33.74% | +7.10% | +19.11% | |
| UNH - UNITEDHEALTH GROUP INC | Add 2% ($79.4M) | 0.39% | $4.4B | -44.92% | +0.13% | +3.19% | |
| VTV - VANGUARD INDEX FDS | Add 2% ($95.2M) | 0.36% | $4.1B | +35.87% | +7.27% | +19.55% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 2% ($84.9M) | 0.35% | $4.0B | +21.27% | +3.82% | +21.37% | |
| HD - HOME DEPOT INC | Add 2% ($68.8M) | 0.35% | $4.0B | -2.66% | -4.10% | +17.46% | |
| VUG - VANGUARD INDEX FDS | Add 5% ($184.0M) | 0.34% | $3.9B | +32.43% | +3.82% | +28.88% | |
| JNJ - JOHNSON & JOHNSON | Reduce 2% $(84.6M) | 0.30% | $3.5B | +67.11% | -2.44% | +3.03% | |
| RSP - INVESCO EXCHANGE TRADED FD T | Add 17% ($489.3M) | 0.30% | $3.4B | +25.93% | +5.86% | +16.30% | |
| GOOG - ALPHABET INC | Add 1% ($17.5M) | 0.29% | $3.3B | +96.25% | +16.67% | +27.26% | |
| AVGO - BROADCOM INC | Reduce 1% $(41.6M) | 0.29% | $3.3B | +149.90% | +9.19% | +86.08% | |
| LLY - ELI LILLY & CO | Add 2% ($70.2M) | 0.29% | $3.3B | +25.04% | +2.43% | +13.94% | |
| IEMG - ISHARES INC | Reduce 2% $(53.4M) | 0.28% | $3.2B | +48.72% | +8.33% | +13.75% | |
| PG - PROCTER AND GAMBLE CO | Add 1% ($43.3M) | 0.26% | $3.0B | -2.62% | +6.83% | +6.88% | |
| UBER - UBER TECHNOLOGIES INC | Reduce 22% $(827.9M) | 0.26% | $2.9B | -3.58% | -12.44% | +6.46% | |
| CVX - CHEVRON CORP NEW | Reduce 1% $(39.6M) | 0.26% | $2.9B | +50.73% | +9.33% | +8.30% | |
| ABBV - ABBVIE INC | Add 2% ($52.8M) | 0.25% | $2.9B | +34.62% | -5.76% | +15.51% | |
| XOM - EXXON MOBIL CORP | Add 3% ($70.5M) | 0.25% | $2.8B | +78.08% | +16.45% | +9.84% | |
| JPST - J P MORGAN EXCHANGE TRADED F | Reduce 1% $(37.1M) | 0.25% | $2.8B | +10.95% | +1.36% | +5.61% | |
| PANW - PALO ALTO NETWORKS INC | New Purchase | 0.25% | $2.8B | -13.06% | -18.24% | +8.47% | |
| COST - COSTCO WHSL CORP NEW | Add 1% ($28.4M) | 0.24% | $2.7B | +40.69% | +8.82% | +50.52% | |
| VEA - VANGUARD TAX-MANAGED FDS | Reduce 100% | 0.00% | $0.00 | ||||
| ACN - ACCENTURE PLC IRELAND | Reduce 100% | 0.00% | $0.00 | +0.17% | -15.86% | ||
| TLT - ISHARES TR | Reduce 100% | 0.00% | $0.00 | +4.88% | -0.58% | ||
| PM - PHILIP MORRIS INTL INC | Reduce 100% | 0.00% | $0.00 | +54.98% | +13.52% | ||